Market Insights

The following commentary is from Sprott Asset Management LP

Sprott Asset Management's strategy is to identify emerging trends before others do. Not for the sake of simply being contrarian; but to give us a competitive edge. While our market views and calls are often unpopular at the time we make them, we have the conviction to take the "road less travelled". Our unique macroeconomic views help us find the best sectors and companies to invest in and avoid or short the least attractive. This focus on macro trends helped Sprott identify the opportunities that lay ahead in precious metals (2000), energy (2005), and avoid the asset bubbles that popped in technology (2001), and the financial and housing sectors (2008). Our history of outperformance speaks for itself.

Markets at a Glance - August 2013
The Detroit Template

Markets at a Glance - July 2013
Do Western Central Banks Have Any Gold Left??? Part III

Markets at a Glance - June 2013
Have we lost control yet?

Markets at a Glance - May 2013
Redemptions in the GLD are, oddly enough, Bullish for Gold

Markets at a Glance - March 2013
Caveat Depositor

Markets at a Glance - February 2013
Do Western Central Banks Have Any Gold Left??? Part II

Markets at a Glance - January 2013
Ignoring The Obvious

Markets at a Glance - December 2012
Why are (Smart) Investors Buying 50 Times More Physical Silver than Gold? 

Markets at a Glance - November 2012
Gold: Solution to the Banking Crisis 

Markets at a Glance - October 2012
Weakness Begets More Weakness 

Markets at a Glance - September 2012
Do Western Central Banks Have Any Gold Left??? 

Markets at a Glance - August 2012
NIRP: The Financial System's Death Knell?

Markets at a Glance - July 2012
The Solution...is the Problem, Part II

Markets at a Glance - June 2012
Ministry of [Un]Truth

Market Insights - June 2012
Eric Sprott Gold Alert 

Markets at a Glance - May 2012
The Real Banking Crisis, Part II 

Markets at a Glance - April 2012
When Fundamentals No Longer Apply, Review the Fundamentals

Markets at a Glance - March 2012
The [Recovery] Has No Clothes

Markets at a Glance - February 2012
Unintended Consequences

Markets at a Glance - January 2012
The Financial System is a Farce: Part Three 

Markets at a Glance - November 2011
Silver Producers: A Call to Action 

Markets at a Glance - October 2011
Oil or Not, Here They Come
Kevin Bambrough and  Paul Dimitriadis discuss the current state of oil 

Markets at a Glance - September 2011
Gold Stocks: Ready, Set,…
Eric Sprott and David Baker discuss opportunities for investing in gold equities

Markets at a Glance - August 2011 
The Greatest Trade of All Time 
Investment Strategist Kevin Bambrough discusses America's unique ability to "exchange more than $8 trillion worth of paper for an unbelievably enormous amount of real goods and services over 36 straight years"

Markets at a Glance - July 2011
The Real Banking Crisis
Eric Sprott and David Baker discuss current state of affairs with European banks, what can happen when a loss of confidence causes customers to withdrawal en masse and the chronic problem of over leveraging in the banking system

Markets at a Glance - June 2011
Caveat Venditor!
Eric Sprott and Andrew Morris discuss the May 1st bear raid on silver, silver speculators, and paper markets vs. silver bullion